Sharing and Access Control1 min readReviewed 2026-05-13

View Document Activity and Audit Trail

What this helps you do

Use the Activity and Audit tabs to review document history, including views, downloads, workflow events, permission changes, sharing events, and other compliance-relevant actions.

Document Activity tab Document Audit tab

Activity and Audit tabs

Open the Document Detail Drawer, then select Activity for a readable event stream or Audit for audit-focused records. Filters may include All, Viewed, Downloaded, Workflow, and Permissions. Use Audit Export when available to export audit history.

Access and compliance

Audit visibility depends on permission. Some users can see basic activity but not full audit records. Administrators, auditors, records staff, or document owners may have broader access depending on tenant policy. Use these tabs to confirm who viewed or downloaded a document, who shared it, and when workflow or permission changes occurred.

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